Key skills
Product managementB2B tax solutionsPayments experienceData analyticsAgile methodologiesDesign thinkingCommunication skillsProblem-solving skillsOrganizational skillsCollaboration skillsAttention to detailAnalyticsAgileProduct ManagementCommunication
About this role
Drake Software is focused on providing tax preparation solutions that maximize refunds for their customers. The Senior Product Manager will lead the strategy and execution of B2B tax and payment solutions, ensuring they meet the needs of tax preparers and clients while driving innovation and efficiency.
Responsibilities:
- Champion a customer-first approach to building intuitive, compliant, and innovative B2B tax and payment solutions that serve both preparers and taxpayers
- Establish and evangelize a clear product vision, strategy, and measurable objectives aligned to Taxwell’s B2B product portfolio
- Communicate product vision, priorities, and outcomes with clarity and impact to teams, executives, and stakeholders
- Lead ideation, experimentation, and delivery of experiences across the tax lifecycle, including preparer efficiency, taxpayer engagement, and payment workflows
- Own the product roadmap, prioritize initiatives, balance trade-offs, and ensure alignment with business and technology goals
- Leverage customer insights, data analytics, and competitive analysis to uncover opportunities and optimize product performance
- Identify and act on trends in taxation, payments, and financial services that impact B2B customers
- Collaborate with UX/UI, engineering, compliance, marketing, and other stakeholders to deliver end-to-end solutions
- Partner with legal, regulatory, and compliance teams to ensure solutions adhere to all requirements
- Serve as a thought leader in B2B tax and payments, shaping the future direction of the product portfolio
Requirements:
- Bachelor's degree or equivalent work experience required
- 5–7 years of product management experience in software, fintech, tax, or financial services with proven success
- Strong problem-solving, organizational, and analytical skills with ability to evolve strategy based on research and data
- Excellent written and verbal communication skills with ability to influence at all levels of the organization
- Demonstrated ability to collaborate across technical, business, and compliance functions
- Experience with agile methodologies and design thinking practices
- Resourceful, high-energy, and adaptable with the ability to thrive in a fast-paced environment
- Strong attention to detail, accuracy, and execution
- Passion for innovation in tax, financial services, and payments